DFX Intelligence

K••••••• I•••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor13 years in industry

K••••••• I•••••••

Advisor at B•••• C••• C•••••

LAS VEGAS, NV | SHERMAN OAKS, CA

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Search this name across graphsid dfx:ria:32eeec3f-960d-c718-63c5-f2812579b41d

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 12:40 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Sep 28, 2016 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: B•••• C••• C•••••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Jun 1, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B•••• C••• C•••••	State registered	Jan 1, 2025	n/a	yes	LAS VEGAS, NV\|SHERMAN OAKS, CA	Current employment
W•••••• • R•••	Former SEC adviser	Sep 28, 2016	Dec 11, 2019	no	LAS VEGAS, NV	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
W•••••• • R•••	B•••• C••• C•••••	Dec 11, 2019	Jan 1, 2025	1,848	Firm change after gap	Ibd to state RIA

Team moves

••• Locked

Team	Left	Joined	From	Kind
866:290342:NV:2019-12-11	Dec 11, 2019	Jan 1, 2025	LAS VEGAS, NV	Firm change after gap

Relationships

Registered with (2)

→ B•••• C••• C•••••Registered adviserregistration: current employment
Jan 1, 2025 to presentfactForm ADV
→ W•••••• • R•••Registered adviserregistration: previous registration
Sep 28, 2016 to Dec 11, 2019factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:32eeec3f-960d-c718-63c5-f2812579b41d
First observed: Sep 28, 2016
Last observed: Sep 14, 2026 8 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.